AWM
Activest Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8K | Sell |
287
-248
| -46% | -$32.7K | 0.01% | 241 |
|
|
2025
Q1 | $80.2K | Buy |
535
+526
| +5,844% | +$78.8K | 0.02% | 151 |
|
|
2024
Q4 | $1.37K | Buy |
+9
| New | +$1.37K | ﹤0.01% | 449 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 706 |
|
|
2024
Q2 | – | Sell |
-45
| Closed | -$7.94K | – | 645 |
|
|
2024
Q1 | $7.94K | Buy |
+45
| New | +$7.94K | ﹤0.01% | 232 |
|
|
2022
Q1 | – | Sell |
-98
| Closed | -$17K | – | 362 |
|
|
2021
Q4 | $17K | Hold |
98
| – | – | 0.01% | 179 |
|
|
2021
Q3 | $15K | Hold |
98
| – | – | 0.01% | 194 |
|
|
2021
Q2 | $15K | Hold |
98
| – | – | 0.01% | 169 |
|
|
2021
Q1 | $14K | Buy |
+98
| New | +$14K | 0.01% | 165 |
|